Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,724,224
New position
Shares Held
100,800
first reported quarter
Ownership
0.028%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#176
of 1,214 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SCGE MANAGEMENT, L.P. holds $260,957,790 across 2 Software - Infrastructure names. NET ranks #2 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
633,300 | $236,233,566 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
100,800 | $24,724,224 |
All Filings in NET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,724,224 | 100,800 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||